safu

Thị trường tiền điện tử đang trải qua một đợt điều chỉnh mạnh tính đến ngày 13 tháng 2 năm 2026. Bitcoin ($BTC ) hiện đang giao dịch quanh mức $66,800, giảm đáng kể so với những đỉnh gần đây trên $70,000. Đợt giảm này được thúc đẩy bởi áp lực thị trường rộng lớn hơn, bao gồm những lo ngại xung quanh cổ phiếu AI, sự sụt giảm của ngành công nghệ, và giá kim loại quý giảm.
Các nhà phân tích đưa ra những quan điểm trái chiều về con đường phía trước:
Standard Chartered dự đoán sẽ có thêm đau đớn ngắn hạn, với $BTC có thể giảm xuống $50,000 và $ETH xuống $1,400 trước khi phục hồi vào nửa sau của năm 2026.

Binance has officially completed the full conversion of its $1 billion Secure Asset Fund for Users (SAFU) into Bitcoin ($BTC ), reinforcing its long-term confidence in the world’s largest cryptocurrency. In the final phase of the transition, the exchange acquired 4,545 BTC, bringing total SAFU holdings to approximately 15,000 BTC, valued at around $1.005 billion at the time of completion.
Notably, this strategic move was finalized ahead of the originally planned 30-day schedule. Binance accumulated the entire Bitcoin position at an estimated average price of $67,000 per BTC, signaling disciplined treasury management during volatile market conditions.
🔒 A Strategic Shift Toward Bitcoin-Only Reserves
Previously, SAFU was diversified across multiple assets, including stablecoins, to provide user compensation in the event of hacks or unforeseen disruptions. Now, the fund is held entirely in $BTC positioning it as a pure, transparent, on-chain reserve.
Binance has also committed to maintaining the strength of the fund. If extreme volatility causes the SAFU balance to drop below $800 million, the exchange has pledged to replenish reserves accordingly, ensuring continued user protection.
💰 Recent Large-Scale BTC Accumulation
Thursday’s final purchase, valued at approximately $304 million, came just three days after a $300 million BTC acquisition earlier in the week. The transition process began on February 2, when Binance transferred roughly 1,315 BTC (around $100 million) from hot wallets into SAFU.
This treasury-style reallocation stands out as one of the most significant Bitcoin reserve consolidations by a major crypto exchange in recent years. It highlights Bitcoin’s evolving role as a strategic institutional reserve asset, not just a trading instrument.
📊 Market Sentiment & Smart Money Positioning
Interestingly, Binance’s move comes amid extreme market pessimism. The Crypto Fear & Greed Index recently plunged to 5, one of the lowest readings on record, reflecting intense fear across the market.
According to on-chain analytics from Nansen, so-called “smart money” traders are currently positioned defensively. Data shows a combined $105 million net short position in Bitcoin among these traders. Most major cryptocurrencies are also trending net short with the exception of Avalanche ($AVAX ), which has shown relative strength.
🔎 What This Means
Binance’s decision to consolidate SAFU entirely into Bitcoin sends a strong signal:
Confidence in Bitcoin as a long-term store of value
Preference for transparent, on-chain reserves
Alignment with institutional treasury strategies
While short-term traders remain cautious, Binance appears to be positioning its emergency fund around the thesis that Bitcoin remains the most secure and liquid digital reserve asset in the crypto ecosystem.
#Bitcoin #BTC #Binance #CryptoNews #SAFU